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PCG Wealth Advisors’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

PCG Wealth Advisors’s Portfolio FDT Stock Details FDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,311
Closed -$200K – 87
2021
Q4 		$200K Buy
+3,311
New +$203K 0.14% 75

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

PCG Wealth Advisors's FDT Position: Q1 2022 in Review

PCG Wealth Advisors sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q1 2022, closing a stake of 3,311 shares — an estimated $200K sold.

PCG Wealth Advisors first reported a position in FDT in Q4 2021 and held it in 1 quarter. The position peaked at $200K in Q4 2021. 102 funds tracked by Wall St. Rank hold FDT as of Q1 2022.

  • PCG Wealth Advisors reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • PCG Wealth Advisors sold 3,311 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2022, an estimated $200K.
  • PCG Wealth Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • PCG Wealth Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $200K in Q4 2021.
  • 102 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2022.

Based on PCG Wealth Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.